Joel Shilling is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cowen and Company, LLC, and earlier positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Pappas is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Wilmington Trust and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jonathan Spira is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with JPMorgan Securities LLC since 2009 and JPMorgan Chase Bank NA since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Browne is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with two years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Biophy And Biophy Capital Management, as well as academic experience at the University of Pennsylvania. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, emphasizes ESG eligibility in its investment recommendations, and operates within a broad financial services organization offering access to a wide range of products.

Irene Lozoya Perela is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked within various divisions of JPMorgan Chase since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence to guide non-discretionary investment decisions.

Tyler Park is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with JPMorgan entities since 2007. Outside of his advisory role, he serves as a superintendent for the Bridge Terrace Condominium Association, handling building maintenance on a part-time basis. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dante Giraldi is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in New York, NY. He has three years of industry experience and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022, as well as Charles Schwab in 2021. Outside of finance, he has been involved with the Heisman Trophy organization since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs.

Amanda Scheidt is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2021. Her prior experience includes roles at Respada and academic positions at Tulane University and the University of New South Wales. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Van Shell Jr. is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. He serves as Vice Chair and Head of the Finance and Investments Committee on the board of Easterseals New Jersey, a nonprofit organization providing services to individuals with disabilities. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Valeria Farinaro is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has been with J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Christina Lovett is a financial advisor at J.P. Morgan Securities with ten years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following four years at Citigroup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Isidora Bidart Palacios is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Spencer Stuart, and Know How Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence in its Institutional Consulting Services program, applying an ESG eligibility framework when recommending strategies.

Garrett Ort is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he has held various roles including work in entertainment as a DJ at events around New York City. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting on a non-discretionary basis.

Mitchell Mallinak is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Wells Fargo, and Bank of America Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Vaccarino is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 12 years. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ruben Bueno Delgado is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Daniel Baker is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, NA, J.P. Morgan Institutional Investments Inc., and Hunter Creek Advisors LLC. Outside of finance, he has experience connected to Colgate University and Trudy Fitness Center from 2018 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Carlos Lazo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and affiliated entities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Nicolas Leret is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at various firms including Wayfair and JPMorgan Chase. His background also includes time at Northeastern University and a personal business, Leret Leret. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Woo Seok Jang Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses, and has four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other positions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.